Investment Services

Comfortable and inviting. Just like home, the same can be said for Hometown Investment Services.

Here, it’s always been about making you happy. We figure if everyone who walks through our door is greeted with a warm welcome and receives really helpful service, they’ll be back for more.

Many investment firms seem to be pushing customer service aside by making it more and more difficult to talk to a real, live, person. With Hometown Investment Services, you can call or stop by and talk to us. Investment services here at home.

Think about all the things that make you feel comfortable and at home. Qualities like respect. Support. Lifelong relationships. Honest answers. A sense of belonging and being understood. Shared values. Time and freedom to be yourself. And a place that’s just worth being.

At Hometown Investment Services, you’ll find everything’s just how you like it. Come home and see.

Investment planning is about much more than insurance and investments. Real investment planning is about sitting down with someone you trust, someone with experience who understands the range of options available and can develop a strategy to help you reach your goals for your family and your future. That’s what we do. We listen to your goals and hopes and dreams, whatever your age or life stage, and we help you create a plan to make them come true.

Stop by and talk with a Hometown professional about a comprehensive financial review. Let’s get started: the earlier you begin to make these plans, the more effective your strategy may be.

Lee Parks, CPA, is the program manager and an Infinex Investment Executive. She is a graduate of Cumberland College with a bachelor’s degree in business administration. She has over 20 years experience in the financial field including 10 years in public accounting. She is fully registered with a Series 7, Series 63 and a number of insurance licenses.

Investment Services

Hometown Investment Services, offering securities through Infinex Investments Inc. located at Hometown Bank, is here to help individuals, families and business owners with their investment needs. Whenever you have questions regarding investments, retirement plans, college savings plans, insurance or other financial concerns, we are here to help.

Retirement Plans

Live your dreams when you retire. Let us help you determine which of the many available options fit your circumstances and needs.

Traditional IRA

Roth IRA

IRA Rollover

Business Retirement plans

Simplified Employment Pension plans

401(k) Rollover

Annuities

And more

Wealth Transfer Strategies

Let us help develop a plan to preserve your wealth—and dispose of that wealth according to your wishes.

Asset allocation

Business succession

Education Funding

Planning for college expense

Coverdell Educational Savings Account

529 College Savings Plans

Business Plans

Let us help you plan for the smooth operation of your business.

Insurance for owners and employees

Succession plans

Group Retirement plans

And more

Investments

You can enjoy many of the features of a full-service brokerage house at a fraction of the cost. Our experienced professional staff will handle your transactions with care.

Fast, accurate execution of trades

Choice of stocks, corporate bonds, municipal bonds, mutual funds

UITs

Money Market funds

Brokered Certificate of Deposits

Life Insurance/Annuities

Disability Income

We can help you examine the advantages of insurance options and determine which ones will work best for you.

Whole and term life products

Variable universal life

Annuities

Disability coverage

Long-term Care insurance

How can you plan for the long-term care you’re most likely to need? How can you protect your family? Let Hometown help.

Home- and community-based assisted-living

Nursing home care

Protection against “spend-down” of assets

And more

Your Investment Executive will work with you to:

Analyze your current financial position.

Help you establish and prioritize your goals.

Help you make an informed decision about the products that best meet your needs.

Implement your decisions promptly and accurately.

Monitor the performance of your investment choices.

Review your investment plan with you on a regular basis.

Our dedicated client service staff can help you with all your needs, including:

Changing the distribution option for an account

Establishing a systematic investment or withdrawal plan

Changing an IRA account beneficiary

Transferring an account from another financial institution

Other valuable services

401(k) rollovers

We have formed a relationship with Infinex Group. Through this Financial relationship, our customers have access to a full range of investment options.

Talk with an Infinex representative about your dreams today. We’ll help make them come true. For more information, call 606-526-2710.

Securities and insurance products offered by Infinex Investments Inc. and its affiliates, member FINRA/SIPC. Hometown Investment Services is a trade name of Hometown Bank. Infinex and Hometown Bank are independent entities.